About

Our number one priority is helping our clients design, implement, and manage their qualified plans to meet the objectives of their organizations

Extensive Experience Produces Better Outcomes

At Planmark, our team of professionals has over 30 years combined experience with Qualified Plans. Utilizing our experience, we are able to provide our clients qualified plans that are flexible in design, competitive in price, and comply with the latest fiduciary responsibilities of the plan sponsor

Our Team

Fred Livingston

(Principal)

Rhonda Turner

(Plan Administrator)

Mark Winston

(Member)

Beth Brown

(Member)

Our Firm moved to Planmark several years ago as our plan really began to grow. Fred and Rhonda have been great to work with. They not only ensure that we properly fulfill our fiduciary duties and stay compliant as new requirements are introduced but they also seek to educate and counsel. We feel lucky to have them as a partner.

Kathye Duncan Verde

Weissman, Nowack, Curry & Wilco, P.C.

Firm Administrator

Our Pediatric practice has used Fred Livingston of Planmark Capital Management since 2002. He has been very professional in all our endeavors. His knowledge, patience and teaching have made it a very successful experience for me and my practice. I give Fred my highest recommendation.

Jonathan D. Winner

Northside Pediatrics and Adolescent Medicine PC

President

As a Human Resource executive for over 30 years, I am pleased to recommend the services of Planmark Financial. We have had an excellent relationship with them and consider the customer service provided by Fred Livingston and Rhonda Tate to exceed our expectations. Fred’s weekly newsletter is also a good source of market information for our employees.

Art Hansen

NIOXIN® Research Laboratories, Inc.

Vice President - Human Capital

Contact Us

Planmark Financial Group
11720 Amber Park Drive, Ste. 150
Alpharetta, GA 30009
Telephone: 770.410.4088
Email: info@e-planmark.com